SmartSuite
Google Sheets
playbook Template

Copy records from SmartSuite to Google Sheets

This playbook will copy records from SmartSuite and save them to a Google Sheets spreadsheet

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

Get database record
Action
Add data to sheet tab
Action

How does this automation work?

Bardeen's workflow automation facilitates the transfer of records from SmartSuite to Google Sheets, making data management seamless and efficient. SmartSuite is known for its robust data handling capabilities and is widely used by businesses to optimize their operations. Google Sheets, on the other hand, offers the flexibility of online spreadsheets with powerful analytical tools. This playbook serves as a bridge between the two, turning the manual process of data transfer into an automated, error-free operation, ideal for reporting, analysis, and team collaboration.

Here's how this workflow simplifies data transfer from SmartSuite to Google Sheets:

  • Step 1: Extract records from SmartSuite - Bardeen retrieves records from a specified SmartSuite solution and application. You'll need to specify the solution and application from which to extract the data.
  • Step 2: Append data to Google Sheets - The data extracted from SmartSuite are then seamlessly added to a specified Google Sheets spreadsheet. This step consolidates your information into a single, accessible location for further data manipulation and analysis.
Run this Google Sheets automation with Bardeen in minutes.

How to run the workflow

In the realm of data management, the struggle to synchronize SmartSuite records with Google Sheets is a familiar challenge. The monotonous routine of copy-pasting, a necessary yet time-consuming task, demands a more efficient solution. Enter an unobtrusive playbook, diligently operating in the background. 

Its function is simple: seamlessly replicate SmartSuite records and deposit them into a designated Google Sheets repository. Eliminating the need for manual intervention, this automation ensures a precise transfer without the inherent risks of human error. 

Whether orchestrating intricate data spreadsheets for a project or seeking expeditious workflow enhancements, this tool offers a pragmatic shortcut to data cohesion. Bid farewell to laborious data maneuvers and usher in a phase of streamlined operations.

Let’s set it up!

Step 1: Pin the playbook and integrate SmartSuite and Google Sheets

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Sheets and SmartSuite.

Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to specify the SmartSuite solution and application that you want to copy and the Google Sheets spreadsheet to save the data.

Click on “Save Input” and checkmark SmartSuite and Google Sheets. This will save you time from setup in the future.  You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook to copy SmartSuite record to Google Sheets

Press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run the automation to copy data from a SmartSuite application to Google Sheets. It will get all the information from your SmartSuite application.

It will also get custom field information for rows.

Bardeen will then save all the data to the Google Sheets spreadsheet that you specified in Step #1.

You can also edit the playbook and add your next action to further customize the automation.

You can also find more about how to increase your personal productivity and automate your data sourcing and research workflow.

Run this Google Sheets automation with Bardeen in minutes.

Available actions & triggers

Apps:
Copy records from SmartSuite to Google Sheets
Copy records from SmartSuite to Google Sheets
Copy records from SmartSuite to Google Sheets
Types:
Both
Actions
Triggers
Get solution record
Get solution record
Action
Create solution record
Create solution record
Action
Create new spreadsheet tab
Create new spreadsheet tab
Action
When new row is appended or changed
When new row is appended or changed
Action
Add data to sheet
Add data to sheet
Action
Get application record
Get application record
Action
Create database record
Create database record
Action
Add text to Google Sheet
Add text to Google Sheet
Action
When row is added to or changed in Google Sheet
When row is added to or changed in Google Sheet
Trigger
Create comment record
Create comment record
Action
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Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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